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| Description | Notes | |
|---|---|---|
| Waiting for follow up | Lead status set to follow up | |
| Won this month | Lead status set to Won | If a quote is created from a lead this will set the status to "Won" or you can manually set this |
| Scheduled |
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Create a
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new lead
open BUZ OnDemand -> Sales -> Leads
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- Fill in the Products they are interested in and the Product Survey
- Now you can choose a Rep, Date, Start and Finish Time and add any notes about the Quote IE: We are the second company to Quote
- You will be taken to the Summary page where you can “Schedule and Start a new Quote” or “Schedule and Start a New Lead”
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Create a Private Appointment
open BUZ OnDemand -> Sales -> Leads
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